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Journal.


Sea-Intelligence (May 8th, 2025) – Y/Y capacity reduction 4%-5% on TP in April/May
Over the past several weeks, we have reported on a sharp week-by-week increase in the number of blank sailings on the Transpacific. When...
sarinratsiriratpir
16 minutes ago2 min read
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Sea-Intelligence (Apr 24th, 2025) – Transpacific blank sailings rise rapidly
The impact of the US tariff war continues to have a direct impact on container shipping operations, as the number of cancelled sailings...
sarinratsiriratpir
Apr 242 min read
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Sea-Intelligence (Apr 16th, 2025) – Substantial blank sailings on Transpacific
The current political climate is extremely volatile and given that tariffs are being imposed and suspended on an almost daily basis, we...
sarinratsiriratpir
Apr 162 min read
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Sea-Intelligence (Apr 10th, 2025) – Gemini shuttles operating at 98% in February
In 30+ years of container shipping alliances, the domain of the alliances has always been exclusively on mainliner, deep-sea services,...
sarinratsiriratpir
Apr 102 min read
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Sea-Intelligence (Apr 2nd, 2025) – Major East-West Capacity Growth
Container freight rates have a strong seasonal tendency to weaken in the period following Chinese New Year (CNY). In 2025, however, the...
sarinratsiriratpir
Apr 22 min read
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Sea-Intelligence (Mar 19th, 2025) – 2024 profitability around USD 60 billion
The major shipping lines (that report on – and have so far published – their financial figures), have recorded a combined 2024-FY EBIT of...
sarinratsiriratpir
Mar 191 min read
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Sea-Intelligence (Mar 13th, 2025) – Continued strong container demand
Global container volumes continued showing strength in January 2025, reaching 15.4 million TEU, a Y/Y growth of 5.8%, according to data...
sarinratsiriratpir
Mar 142 min read
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Sea-Intelligence (Mar 6th, 2025) – Is Africa the next major expansion point?
This past week, MSC scheduled the deployment of 23,000+ TEU vessels on their Asia-WAF ‘Africa Express’ service. At present, the largest...
sarinratsiriratpir
Mar 62 min read
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Sea-Intelligence (Feb 27th, 2025) – Volume shift from East to West Coast in 2024-2H
Figure 1 shows the ratio of laden imports between the East and West Coast North America ports. A figure higher than 1 represents more...
sarinratsiriratpir
Feb 272 min read
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Sea-Intelligence (Feb 19th, 2025) - Post-Red Sea: Major demand drop in Asia-Europe
When the Red Sea crisis emerged and vessels began sailing around Africa, the Asia-Europe supply chain became 7-14 days longer, depending...
sarinratsiriratpir
Feb 212 min read
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Sea-Intelligence (Feb 14th, 2025)– World trade growth revised down for 2025-26
The International Monetary Fund (IMF) recently published the January 2025 update to their World Economic Outlook (WEO) report, which was...
sarinratsiriratpir
Feb 172 min read
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Sea-Intelligence (Feb 07th, 2025) - Shift in alliance market shares
February 1st marked the start of a new competitive landscape in the pivotal deep-sea container trades from Asia to North America and...
sarinratsiriratpir
Feb 102 min read
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Sea-Intelligence (Jan 22nd, 2025) - Retail inventories continue sharp growth
The latest inventories data from the US Census Bureau shows that the US retailers are continuing to grow inventories, beyond what sales...
sarinratsiriratpir
Jan 222 min read
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Sea-Intelligence (Jan 16th, 2025) - Connectivity increases benefit major ports
The United Nations Conference on Trade and Development release a quarterly Port Liner Shipping Connectivity Index (PLSCI), giving ports...
sarinratsiriratpir
Jan 201 min read
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Sea-Intelligence (Jan 9th, 2025) - CNY 2025: Expect more blanks on Asia-NAWC
This year, Chinese New Year (CNY) will fall on January 29, which means that it is only a little over 3 weeks away. It also falls only a...
sarinratsiriratpir
Jan 92 min read
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Sea-Intelligence (Dec 18th, 2024) - Offered port-pairs by carrier alliances (2017-2024)
The current three-alliance structure in container shipping has been present since April 2017, and will be for another month, before a new...
sarinratsiriratpir
Dec 18, 20242 min read
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Sea-Intelligence (Dec 13th, 2024) - Alliance schedule reliability (2017-2024)
The current three-alliance structure in container shipping has been in place since April 2017, when Ocean Alliance and THE Alliance...
sarinratsiriratpir
Dec 13, 20242 min read
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Sea-Intelligence (Dec 5th, 2024) - Alliance capacity market share (2017-2024)
The current three-alliance structure has been in place since April 2017, when Ocean Alliance and THE Alliance launched operationally,...
jamesmiller806
Dec 5, 20241 min read
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Sea-Intelligence (Nov 22nd, 2024) - 2024-Q3 major carrier EBIT up 600% Y/Y
The major carriers have reported a combined 2024-Q3 EBIT of USD 17.06bn, which is a 600% increase Y/Y – the Y/Y increase is discounting...
jamesmiller806
Nov 22, 20241 min read
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Sea-Intelligence (Nov 12th, 2024) - 2024: Reliability Performance for global carriers
Since 2019, the most reliable of the top-13 global carriers in each month, has rarely been the most reliable carrier in more than 30% of...
jamesmiller806
Nov 12, 20242 min read
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